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Matthews, NC Office Events

March 12, 2024

March 12, 2024

How Tax Planning Changes Through Four Stages of Retirement

Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy.

April 9, 2024

April 9, 2024

Social Security for Baby Boomers - What YOU need to know about your Retirement Income!

The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.

May 4, 2024

May 4, 2024

Everest Matthews Shred Event and Client Picnic

11am-1pm in the office parking lot.  Come shred and have a hamburger, hot dog or one of each!

May 14, 2024

May 14, 2024

Getting Long Term Care Planning Right: New Approaches for People of All Stages

The challenge: When it comes to planning a safe and secure retirement, long-term care (LTC) remains a confusing and unaddressed challenge to many people’s financial security.

June 7, 2024

June 7, 2024

Everest Matthews National Donut Day - Drop-in

All day, stop in for a cup of coffee, donut and some good conversation.  Feel free to bring a friend!

July 17, 2024

July 17, 2024

Why Estate Planning? Why Now?

Life is unpredictable.  Preparedness is everything.

August 6, 2024

August 6, 2024

Cutting College Costs: How To Avoid Overpaying

Families often overpay for college, take on too much debt, and hurt their savings and retirement plans because they’ve tumbled unprepared into the late-stage college funding pressure cooker. But late-stage college funding planning can make this period in your life less stressful and pressured.

September 17, 2024

September 17, 2024

Medicare Basics before Open enrollment!

Open enrollment is right around the corner. Get in now and learn the rules BEFORE you make a mistake and get a lifetime penalty!

October 15, 2024

October 15, 2024

One Hour to Savvy Cybersecurity: 10 Threats Every Person and Business Faces-and How to Fight Them Now!


Cybersecurity is a growing threat but you don’t have to be hopeless. There are actions you can take today that will block the cybercrooks from wreaking havoc on your identity and your finances. (And you don’t need to be a technology expert to do so.) In just one hour, learn your cybersecurity score and start building a customized cybersecurity action plan that will stop the hackers, identity thieves, and spammers.

November 12, 2024

November 12, 2024

Strategies to Save Taxes and Get More out of Your IRA

Learn the rules for…
• Contributing to traditional IRAs and Roth IRAs
• How indirect and direct roll overs work
• How retirement accounts are taxed
• How to calculate your required minimum distribution
• Roth IRA conversions
• Inherited IRAs
• How spousal IRAs work

December 10, 2024

December 10, 2024

Last Chance Financial Planning - Don't Miss This Webinar!

Fall is an ideal time to examine your financial health and update your financial plans. Join us to review a list of important things to review that might make a difference in your year-end and plans for next year. 

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